- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
See how individuals, businesses, and institutions have achieved clarity, security, and success with our expertise.
No matter what financial challenge you face, our experienced CFO and accounting professionals are ready to assist. From managing day-to-day bookkeeping to overseeing strategic financial planning, we ensure your finances are handled accurately and efficiently.
We rebuilt and streamlined the client’s full finance function end-to-end, bookkeeping, accounting, and operational finance, so leadership could scale with confidence. Our team took ownership of AR/AP, payroll, month-end close, and tax compliance, putting a consistent reporting framework in place that kept filings current and numbers decision-ready. By acting as the outsourced finance department, we gave the founders peace of mind and the clarity to focus on growth instead of financial firefighting.
We serve as the firm’s fractional CFO team, managing the financial backbone that supports cross-border operations and portfolio execution. Our scope includes payroll and remittances, tax coordination and filings, management reporting, budgeting, and forward-looking projections. By taking full ownership of the finance cadence and deliverables, we create breathing room for the leadership team, freeing them to focus on investment decisions, oversight, and strategy while knowing the fundamentals are handled with discipline.
The Company came to us after repeated tax compliance issues across Canada and the United States created risk and ongoing disruption. We led a coordinated remediation effort across our Canadian and U.S. tax teams, working in parallel with legal, to bring filings current, correct historical issues, and establish a stable compliance process going forward. Today, we manage ongoing filings and support finance operations to ensure consistency, defensibility, and clean cross-border reporting.
When the founders reached out, the business was in distress and lacked reliable financial visibility. We stabilized the finance function by rebuilding bookkeeping and accounting, then stepped in as the external CFO to implement reporting, controls, and KPI-driven decision infrastructure. We also built an internal CRM-style finance dashboard that connected operational activity to financial outcomes, giving leadership actionable, real-time insights to operate proactively instead of reactively.
We joined this company within two months of incorporation and built the finance function from the ground up, designed for rapid scale and enterprise clients. Our team owns end-to-end finance operations: bookkeeping and close, KPI reporting, cash planning, financial projections, and tax filing coordination and requirements. As the business ramped quickly, we ensured leadership always had boardroom-grade metrics, defensible reporting, and forward-looking models to support hiring, go-to-market execution, and expansion – without finance becoming a bottleneck.
From SaaS and manufacturing to multi-location retail and Web3, Valua Partners supports management teams where finance precision determines growth velocity.
Explore our blog and insights page for expert guidance on topics like financial modelling, capital raising, and more; all designed to help your business succeed.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
